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Mailchimp

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Match Mailchimp campaign openers to FreshBooks revenue
Report
Cross-Connector

See what Mailchimp campaign openers paid in FreshBooks

For marketing teams who want a campaign's openers matched to FreshBooks payments, just by asking their AI assistant.

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Match Mailchimp campaign openers to FreshBooks revenue
Which people who opened our October newsletter campaign in Mailchimp are FreshBooks clients, and what have they paid in the last 90 days?
212 people opened the October newsletter, and 31 of them are FreshBooks clients who paid 48,200.00 USD in the last 90 days. - Contoso Ltd: 5 opens, 9,400.00 USD paid, last payment 2 Oct - Northwind Traders: 3 opens, 6,150.00 USD paid, last payment 24 Sep - Share of openers who are clients: 15 percent This shows association, not that the campaign caused the payments. Want the full table of 31 clients?
Mailchimp
Sample figures. Your results come from your own account.
mailchimp-get-campaign
mailchimp-get-campaign-open
freshbooks-get-client
freshbooks-get-payment

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Mailchimp

Mailchimp
Run it on your own Mailchimp data.

Connect Mailchimp, pick your AI tool and paste the prompt.

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The problem

Are your campaign readers paying clients

Finding out whether campaign openers are paying customers means exporting openers, finding each in FreshBooks and adding up payments by hand. It is slow, so the question often goes unasked, and when it is asked the matching is patchy.

Without PopdockAI

  • Export the campaign openers
  • Search FreshBooks clients for each email
  • Pull payments for the period
  • Total them by currency in a spreadsheet

With PopdockAI

  • The campaign is confirmed and openers are read
  • Each opener is matched to a FreshBooks client by email
  • Payments in your window are totalled by currency
  • Stated as association only, and nothing is changed

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** For campaign `{campaign-id}`, find the openers who are FreshBooks clients and report what they have paid, looking back `{lookback-days}` days (default 90) from today.

**Step 1: Get the openers (mailchimp server)**

Call `mailchimp-get-campaign` with `campaign-id` set to `{campaign-id}` to confirm the campaign and note its `title` and `send-date`. If it is not found, stop. Then call `mailchimp-get-campaign-open` with `campaign-id` and `max-records` 200. Keep `email` and `opens`.

**Step 2: Match to FreshBooks clients (freshbooks server)**

For each opener call `freshbooks-get-client` with `email` set to the opener's email (and `company` `{company}` if given). Keep only matches.

**Step 3: Payments (freshbooks server)**

For each matched client call `freshbooks-get-payment` with `client-id` set to the client's `id` and `date.from` set to the start of the lookback window. Total the amount per client, grouped by currency.

**Step 4: Report**

Campaign title and send date, number of openers, number matched to clients, and a table of matched clients with opens, payments in the window and last payment date. Close with the total paid by openers and the share of openers who are clients.

**Rules & Guidelines:**

* `mailchimp-get-campaign` and `mailchimp-get-campaign-open` are on the mailchimp server. `freshbooks-get-client` and `freshbooks-get-payment` are on the freshbooks server.
* Say plainly that this shows association, not that the campaign caused the payment.
* Read-only. Do not call any add, update or delete tool on either server, and do not call `mailchimp-replicate-campaign`.

**Validation:**

* If nobody opened the campaign, report that and stop.
* If no opener is a FreshBooks client, report that rather than guessing at name matches.

Who it's for

One answer, three teams that use it

Marketing managers

See how many readers are clients

Get the share of openers who are paying clients and what they paid, without exports.

Which openers of our Mailchimp November newsletter are FreshBooks clients, and what did they pay in 60 days?

Business owners

Know if your newsletter reaches payers

Check that your campaigns reach the clients who keep the business going.

How many people who opened our latest Mailchimp campaign have paid us in FreshBooks this quarter?

Bookkeepers

Total payments by currency

Payments are totalled per currency with last payment date for each matched client.

List FreshBooks clients who opened the Mailchimp Services Update, with payments in the last 90 days by currency.

How it works

What PopdockAI does when you ask

You give a campaign and a lookback period, and your AI assistant links its openers to FreshBooks payments. It only reads.

01

Ask

You give the campaign and a lookback period, or leave it at 90 days.

Your AI tool

02

Get openers

It confirms the Mailchimp campaign and reads who opened it.

mailchimp-get-campaign
mailchimp-get-campaign-open

03

Match

It finds each opener in FreshBooks by email and totals their payments.

freshbooks-get-client
freshbooks-get-payment

04

Report

It shows matched clients, total paid and the share who are clients.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Mailchimp and one secure connection to your AI tool. No code, no exports.

get-data

mailchimp-get-campaign

Returns Mailchimp email campaigns with their status, audience, send date and headline results. Filter by status or send date to find drafts, scheduled sends or recent campaigns.
get-data

mailchimp-get-campaign-open

Returns the members who opened each Mailchimp campaign and how many times they opened it.
get-data

freshbooks-get-client

Returns clients from FreshBooks with contact details, currency and outstanding balance. Filter by name or email.
get-data

freshbooks-get-payment

Returns payments recorded against FreshBooks invoices, with amount, date and method. Filter by invoice, client or date range.
Read only.Nothing in Mailchimp Changes

This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.

How Popdock AI secures your data

The outcome

What campaign openers paid, at a glance

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.

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